RIA Intel›Advisers›Florida›LIVINGSTON FINANCIAL PLANNING, INC.

LIVINGSTON FINANCIAL PLANNING, INC.

Advisory

SANTA ROSA BEACH, FL

Data as of Jan 30, 2026 · Source: SEC Form ADV

Rank in FL

#2,151

of 2,610 advisers by AUM

Average account

$209K

across 56 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$12M

Discretionary AUM$0

Non-Discretionary AUM$12M

Discretionary %0%

Total Clients15

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, GA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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